Wealth Management Client Services Advocate
Listed on 2026-11-04
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Finance & Banking
Financial Sales, Wealth Management, Banking & Finance, Financial Advisor / Consultant
Merrill Wealth Management, part of Bank of America, seeks a client service-oriented professional in Hartford, CT to support Financial Advisors and serve as the primary contact for clients. You will educate clients on banking offerings, ensure timely materials, and help manage risk and client relationships.
Requires FINRA SIE/Series 7/66 (or includes alternatives), strong investment product knowledge, and proficiency with Salesforce and MS Office.
We invite applications for the Wealth Management Client Services Advocate position located in Hartford, CT, United States.
Please review the full job details above before applying.
If your experience matches this role, we encourage you to apply.
All applications are reviewed carefully by our team.
The position is based in Hartford, CT, United States.
This opportunity is part of our work in Finance, Sales.
The advertised compensation is 34.000 - 62.000.
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